SPDR S&P 500 ETF Trust
SPY- Exchange
- NYSE
- SEC CIK
- 0000884394
No open-market purchases or sales by SPDR S&P 500 ETF Trust insiders were filed in the last 90 days; 4,669 institutions reported holding it in 13F filings for Q2 2026, worth $448.3B in total; 4 superinvestors hold it, including Soros Fund Management and Giverny Capital.
13F holders, Q4 2021
Institutional positions in SPDR S&P 500 ETF Trust as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,182
- +471 vs. Q3 2021
- Shares held
- 624.3M
- +54.3M (+9.5%) vs. Q3 2021
- Total value
- $290.9B
- +$46.1B (+18.8%) vs. Q3 2021
- New holders
- 556
- 1,218 more added
- Sold out
- 85
- 1,060 more reduced
47 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,669 | $448.3B |
| Q1 2026 | 4,600 | $356.9B |
| Q4 2025 | 4,646 | $374.7B |
| Q3 2025 | 4,264 | $357.7B |
| Q2 2025 | 4,245 | $343.0B |
| Q1 2025 | 4,189 | $313.6B |
| Q4 2024 | 4,242 | $342.5B |
| Q3 2024 | 3,807 | $328.5B |
| Q2 2024 | 3,766 | $299.6B |
| Q1 2024 | 3,705 | $304.2B |
| Q4 2023 | 3,694 | $295.1B |
| Q3 2023 | 3,329 | $230.9B |
| Q2 2023 | 3,310 | $249.1B |
| Q1 2023 | 3,268 | $214.8B |
| Q4 2022 | 3,310 | $207.8B |
| Q3 2022 | 3,059 | $200.9B |
| Q2 2022 | 3,099 | $207.3B |
| Q1 2022 | 3,144 | $258.8B |
| Q4 2021 | 3,182 | $290.9B |
| Q3 2021 | 2,758 | $245.4B |
| Q2 2021 | 2,744 | $231.3B |
| Q1 2021 | 2,734 | $225.0B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investment House LLC | 42,570 | $10.7M | 0.69% | +28,141+195.0% | Added |
| Courier Capital LLC | 22,588 | $10.7M | 1.00% | −2,930−11.5% | Reduced |
| Marco Investment Management LLC | 22,605 | $10.7M | 1.06% | +4,008+21.6% | Added |
| Penobscot Investment Management Company, Inc. | 22,705 | $10.8M | 1.45% | −3,694−14.0% | Reduced |
| GM Advisory Group, Inc. | 22,816 | $10.8M | 0.97% | +1,218+5.6% | Added |
| ASB Consultores, LLC | 22,825 | $10.8M | 5.36% | +22,825 | New |
| Cornell Pochily Investment Advisors, Inc. | 22,837 | $10.8M | 4.22% | −228−1.0% | Reduced |
| Pensionmark Financial Group, LLC | 24,205 | $10.9M | 2.27% | −2,334−8.8% | Reduced |
| Okabena Investment Services Inc | 22,904 | $10.9M | 4.14% | +16,516+258.5% | Added |
| Texas Yale Capital Corp. | 22,941 | $10.9M | 0.55% | +123+0.5% | Added |
| Salem Investment Counselors Inc | 22,968 | $10.9M | 0.38% | −1,730−7.0% | Reduced |
| Laurel Wealth Advisors LLC | 22,973 | $10.9M | 2.28% | −145−0.6% | Reduced |
| Alpha Cubed Investments, LLC | 23,056 | $11.0M | 0.72% | +378+1.7% | Added |
| O'Shaughnessy Asset Management, LLC | 23,084 | $11.0M | 0.19% | +68+0.3% | Added |
| Hoese & Co LLP | 23,135 | $11.0M | 10.92% | +101+0.4% | Added |
| Legacy Advisors, LLC | 23,217 | $11.0M | 4.05% | +17+0.1% | Added |
| Orion Portfolio Solutions, LLC | 23,294 | $11.1M | 0.37% | −28,365−54.9% | Reduced |
| Resonant Capital Advisors, LLC | 23,181 | $11.1M | 1.67% | +1,301+5.9% | Added |
| Independence Bank of Kentucky | 23,349 | $11.1M | 4.53% | +1,827+8.5% | Added |
| Prism Advisors, Inc. | 23,407 | $11.1M | 3.63% | −170−0.7% | Reduced |
| Tocqueville Asset Management L.P. | 23,475 | $11.2M | 0.15% | −287−1.2% | Reduced |
| J. W. Coons Advisors, LLC | 23,535 | $11.2M | 3.38% | −2,608−10.0% | Reduced |
| Boston Financial Mangement LLC | 23,538 | $11.2M | 0.41% | +6,497+38.1% | Added |
| Moody Lynn & Lieberson, LLC | 23,551 | $11.2M | 0.75% | −230−1.0% | Reduced |
| Dowling & Yahnke LLC | 23,568 | $11.2M | 0.54% | +1,569+7.1% | Added |
| Planning Alternatives Ltd | 23,598 | $11.2M | 1.73% | −557−2.3% | Reduced |
| TKG Advisors, LLC | 23,612 | $11.2M | 8.85% | +23,612 | New |
| Ancora Advisors, LLC | 23,629 | $11.2M | 0.27% | −563−2.3% | Reduced |
| YHB Investment Advisors, Inc. | 23,687 | $11.3M | 0.89% | −2,342−9.0% | Reduced |
| Cordant, Inc. | 23,694 | $11.3M | 6.59% | −401−1.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 25,968 | $11.3M | 4.75% | −201−0.8% | Reduced |
| Atlas Private Wealth Advisors | 23,779 | $11.3M | 5.22% | −7,540−24.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 23,712 | $11.3M | 0.82% | +2,010+9.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,832 | $11.3M | 0.50% | +6,203+35.2% | Added |
| Solitude Financial Services | 23,847 | $11.3M | 7.54% | −6,274−20.8% | Reduced |
| Almanack Investment Partners, LLC. | 23,808 | $11.3M | 0.92% | +5,113+27.3% | Added |
| Procyon Private Wealth Partners, LLC | 23,920 | $11.4M | 2.42% | +3,290+15.9% | Added |
| Pinnacle Family Advisors, LLC | 23,945 | $11.4M | 5.15% | +1,720+7.7% | Added |
| McLean Asset Management Corp | 24,254 | $11.4M | 4.42% | −413−1.7% | Reduced |
| Forefront Analytics, LLC | 24,059 | $11.4M | 3.82% | −9,567−28.5% | Reduced |
| Fiducient Advisors LLC | 23,992 | $11.4M | 3.47% | −71−0.3% | Reduced |
| Core Alternative Capital | 24,146 | $11.5M | 2.31% | −1,187−4.7% | Reduced |
| YorkBridge Wealth Partners, LLC | 24,176 | $11.5M | 2.57% | +13,865+134.5% | Added |
| Snowden Capital Advisors LLC | 24,200 | $11.5M | 0.59% | −883−3.5% | Reduced |
| Spinnaker Trust | 24,269 | $11.5M | 0.74% | +327+1.4% | Added |
| Warwick Investment Management, Inc. | 24,313 | $11.5M | 5.84% | +24,313 | New |
| Bristlecone Advisors, LLC | 24,351 | $11.6M | 1.39% | −888−3.5% | Reduced |
| Strategic Blueprint, LLC | 24,356 | $11.6M | 1.46% | −91−0.4% | Reduced |
| Maryland Capital Management | 24,407 | $11.6M | 0.63% | −236−1.0% | Reduced |
| Verdad Advisers, LP | 24,500 | $11.6M | 7.88% | −500−2.0% | Reduced |
| Carolinas Wealth Consulting LLC | 24,456 | $11.7M | 2.54% | −424−1.7% | Reduced |
| Nadler Financial Group, Inc. | 24,563 | $11.7M | 1.72% | −236−1.0% | Reduced |
| Cacti Asset Management LLC | 24,600 | $11.7M | 0.92% | 00.0% | Unchanged |
| American Investment Services, Inc. | 24,714 | $11.7M | 2.57% | −18−0.1% | Reduced |
| Private Trust Co NA | 24,751 | $11.8M | 1.62% | +127+0.5% | Added |
| Burleson & Company, LLC | 24,920 | $11.8M | 1.72% | −1,730−6.5% | Reduced |
| Bridgeworth, LLC | 24,961 | $11.9M | 2.62% | +2,298+10.1% | Added |
| Evanson Asset Management, LLC | 25,035 | $11.9M | 1.06% | +100+0.4% | Added |
| David R. Rahn & Associates Inc. | 25,035 | $11.9M | 5.24% | +25,035 | New |
| Cary Street Partner Investment Advisory LLC | 25,080 | $11.9M | 3.30% | +1,443+6.1% | Added |
| Pathway Financial Advisors LLC | 26,538 | $11.9M | 4.26% | +26,538 | New |
| Financial Partners Group, Inc | 26,546 | $11.9M | 2.61% | +16,859+174.0% | Added |
| Systematic Alpha Investments, LLC | 25,170 | $12.0M | 0.56% | −200−0.8% | Reduced |
| First Washington CORP | 25,210 | $12.0M | 4.63% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 25,241 | $12.0M | 1.61% | −506−2.0% | Reduced |
| Transcend Wealth Collective, LLC | 25,313 | $12.0M | 1.06% | −124−0.5% | Reduced |
| AlphaMark Advisors, LLC | 25,330 | $12.0M | 4.21% | −2,978−10.5% | Reduced |
| Umb Bank N A | 25,354 | $12.0M | 0.15% | +23,154+1,052.5% | Added |
| Royal Fund Management, LLC | 25,380 | $12.1M | 1.73% | +24,818+4,416.0% | Added |
| Blue Edge Capital, LLC | 25,382 | $12.1M | 2.33% | +822+3.3% | Added |
| Optimum Investment Advisors | 25,456 | $12.1M | 4.71% | +72+0.3% | Added |
| BDO Wealth Advisors, LLC | 25,484 | $12.1M | 1.28% | −2,582−9.2% | Reduced |
| Schnieders Capital Management LLC | 25,527 | $12.1M | 2.84% | +175+0.7% | Added |
| Fieldpoint Private Securities, LLC | 25,614 | $12.2M | 2.39% | +2,534+11.0% | Added |
| Mission Wealth Management, LP | 25,617 | $12.2M | 0.56% | +2,760+12.1% | Added |
| Triumph Capital Management | 25,656 | $12.2M | 5.28% | −1,213−4.5% | Reduced |
| Panagora Asset Management Inc | 25,668 | $12.2M | 0.06% | −1,537−5.6% | Reduced |
| Wealth Architects, LLC | 25,686 | $12.2M | 2.14% | −256−1.0% | Reduced |
| Exane Derivatives | 25,745 | $12.2M | 2.97% | +15,904+161.6% | Added |
| BFSG, LLC | 25,814 | $12.3M | 1.70% | +11,136+75.9% | Added |
| Newfound Research LLC | 25,897 | $12.3M | 14.85% | −601−2.3% | Reduced |
| Salomon & Ludwin, LLC | 26,134 | $12.4M | 1.76% | +1,254+5.0% | Added |
| SFMG, LLC | 26,182 | $12.4M | 1.21% | −16−0.1% | Reduced |
| Sowa Financial Group, Inc. | 26,236 | $12.5M | 7.30% | +355+1.4% | Added |
| Brave Asset Management Inc | 26,309 | $12.5M | 3.42% | +974+3.8% | Added |
| Stordahl Capital Management, Inc. | 26,397 | $12.5M | 4.66% | −203−0.8% | Reduced |
| Coho Partners, Ltd. | 26,453 | $12.6M | 0.20% | +26,453 | New |
| Neumann Capital Management, LLC | 26,570 | $12.6M | 5.14% | +144+0.5% | Added |
| Brickley Wealth Management | 26,649 | $12.7M | 2.70% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 26,673 | $12.7M | 0.53% | +410+1.6% | Added |
| CCG Wealth Management, LLC | 26,605 | $12.7M | 6.61% | +17,648+197.0% | Added |
| HawsGoodwin Investment Management LLC | 26,706 | $12.7M | 3.70% | +546+2.1% | Added |
| Interactive Financial Advisors | 26,713 | $12.7M | 4.84% | +1,260+5.0% | Added |
| Firestone Capital Management | 26,805 | $12.7M | 4.02% | +4,786+21.7% | Added |
| Principal Street Partners, LLC | 26,877 | $12.8M | 3.07% | +5,250+24.3% | Added |
| Optas, LLC | 26,906 | $12.8M | 3.62% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 28,690 | $12.8M | 6.73% | −128−0.4% | Reduced |
| Yost Capital Management, LP | 27,000 | $12.8M | 9.04% | +17,000+170.0% | Added |
| Grimes & Company, Inc. | 27,019 | $12.8M | 0.59% | −1,042−3.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 27,024 | $12.9M | 0.22% | +499+1.9% | Added |